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Though L Brands’ Performance Remained Dampened, Victoria’s Secret’s Revival Efforts Might Lead To Better Days

by Trefis Team
In line with the rest of its fiscal year, the third quarter fiscal 2017 results were disappointing for L Brands, (NYSE: LB), the parent company for Victoria’s Secret (VS) and Bath & Body Works (BBW). Even though the company’s net ...
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Margins To Remain Pressured For Urban Outfitters In The Third Quarter

by Trefis Team
The apparel retail industry has been plagued with the rise of Amazon and fast-fashion brands such as H&M and Zara. As a result expectations from companies in the sector have remained pretty poor come this earnings season. Hence, it should not...
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Capital One’s Decision To Exit Mortgage Origination Business Will Add Value On Multiple Fronts

by Trefis Team
In what comes as the latest indicator of the secular shift in the country’s mortgage industry over recent years,  Capital One (NYSE:COF) recently announced that it is shuttering its mortgage origination unit . With the Fed’s ongoing r...
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What Factors Will Drive Growth For J&J’s Cardiovascular Pharma Portfolio?

by Trefis Team
Johnson & Johnson’s  (NYSE:JNJ) cardiovascular and metabolism portfolio, which primarily consists of Xarelto and Invokana, accounts for around 15% of the company’s value, according to our estimates. Within pharmaceuticals, the company d...
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Hurricanes To Boost Lowe’s Sales In The Third Quarter

by Trefis Team
Given the impressive performance of Home Depot in the third quarter, reported earlier this month, the same can also be expected from  Lowe’s (NYSE:LOW), as both retailers benefited from the string of natural disasters that hit the country. ...
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What Is The Risk To Nvidia If Intel-AMD Partnership Captures Notebook GPU Market Share?

by Trefis Team
There is little doubt that the partnership that  Intel  (NASDAQ:INTC) and  AMD  (NYSE:AMD) announced recently is aimed at combating rival  Nvidia  (NASDAQ:NVDA), which is becoming increasingly competitive. Under this partnership, the two companie...
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Tesla’s Semi-Truck Looks Impressive, But Many Questions Remain

by Trefis Team
Tesla  (NYSE:TSLA) unveiled its new Semi truck on Thursday, marking the company’s first step into the commercial vehicle space. The truck, which features autonomous driving capabilities, will offer a range of about 500 miles on a single charge. U...
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Key Takeaways From Best Buy’s Q3

by Trefis Team
Best Buy ‘s (NYSE:BBY) announced mixed third quarter results, as its revenue missed market expectations and its earnings per share came in line. The company’s stock declined 4% after the earnings announcement. In Q3, Best Buy’s ...
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Gap Inc. Builds Momentum As It Nears The Final Stretch

by Trefis Team
Gap Inc. (NYSE:GPS) easily beat consensus expectations in its third quarter, posting a fourth consecutive quarter of comparable sales growth and a fifth consecutive quarter of gross margin expansion. This has been made possible through the impres...
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How Texas Instruments Can Expand Its Gross Margins

by Trefis Team
Over the past few years, Texas Instruments  (NYSE:TXN) has been focusing on the industrial and automotive markets, which are seeing increasing semiconductor demand. The company is also extensively focusing on the 300-millimeter analog fabrication...
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Key Takeaways From Applied Materials’ Q4 Earnings

by Trefis Team
Building on its strong growth momentum since the last few quarters, Applied Materials  (NYSE:AMAT) reported record revenue and earnings for Q4 to end fiscal 2017 on a high note. Emerging technologies, such as the Internet-of-Things (IoT), big dat...
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Solid Q3 Results Drive Wal-Mart’s Stock to An All-Time High

by Trefis Team
Wal-Mart  (NYSE:WMT) reported stronger-than-expected fiscal third quarter results on Thursday, November 16, as both its bottom line and revenue came in ahead of market expectations. The company’s stock surged to an all-time high of $95.94 a...
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How Did JetBlue Perform Operationally In October?

by Trefis Team
JetBlue Corporation  (NASDAQ:JBLU), like its competitors, suffered operationally on the back of adverse weather conditions that hit the U.S. East Coast and the Caribbean in Q3. The company expects these factors to hurt financials through the rema...
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Why We Remain Bullish On GE Despite Dividend Cut

by Trefis Team
General Electric ’s (NYSE: GE) stock plunged by nearly 10% after it announced a dividend cut for the first time since 2009, and only the second time since the Great Depression. The move comes as a part of a broader restructuring which also includ...
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